Guru Focus Value Idea Contest: Get on board the earnings train of Express Scripts (ESRX) The in depth Research for this company can be found at the following: http://www.gurufocus.com/news/299813/affid/127983 The supporting Valuations can be viewed by clicking on the following PDFs: Relative Valuations ESRX DCF ESRX Better Investing ESRX

I apologize for the late posting of this month’s Take 5 Stocks – FCF ROE ROIC. I was 1) sick and 2) my computer had malware/viruses. Take 5 Stocks – FCF ROE ROIC are five monthly picks of AAII’s Price-to-Free Cash Flow Stocks (http://www.aaii.com/stock-screens/screendata/PricetoFreeCashFlow). We added some additional criteria to the screen such as ROE > 20% and ROIC > 20%. It is hard to buy all the stocks from this improved screen so we cherry pick some of the best stocks based on 1) Sales Growth, 2) Sales Predictability, 3) Earnings Projections, and 4) PE Multiple expansion. Basically, we utilize a simplified Better Investing (www.betterinvesting.org) methodology and apply it to the list of Improved AAII’s Price-to-Free Cash Flow

Take 5 Stocks – FCF ROE ROIC are five monthly picks of AAII’s Price-to-Free Cash Flow Stocks (http://www.aaii.com/stock-screens/screendata/PricetoFreeCashFlow). We added some additional criteria to the screen such as ROE > 20% and ROIC > 20%. It is hard to buy all the stocks from this improved screen so we cherry pick some of the best stocks based on 1) Sales Growth, 2) Sales Predictability, 3) Earnings Projections, and 4) PE Multiple expansion. Basically, we utilize a simplified Better Investing (www.betterinvesting.org) methodology and apply it to the list of Improved AAII’s Price-to-Free Cash Flow Stocks. The five stocks and our analysis based on Better Investing’s methodology are: FCF ROE ROIC Stocks 10012014 FCF ROE ROIC Screen Summaries 10012014 Herbalife Ltd HLF

Take 5 Stocks are five monthly picks of Magic Formula Investing Stocks from www.magicformulainvesting.com. What is a Magic Formula Investing Stock? Checkout this article: Working Wonders with the Magic Formula: http://www.gurufocus.com/news/263115/working-wonders-with-the-magic-formula/affid/127983 It is hard to buy all 30 stocks so we cherry pick some of the best stocks based on 1) Sales Growth, 2) Sales Predictability, 3) Earnings Projections, and 4) PE Multiple expansion. Basically, we utilize a simplified Better Investing (www.betterinvesting.org) methodology and apply it to the list of 30 Magic Formula Investing stocks. The five stocks and our analysis based on Better Investing’s methodology are: Magic Formula Picks 09152014 Apollo Education Group Inc APOL Coach Inc COH Ebix Inc EBIX Myriad Genetics Inc MYGN Sturm Ruger & Company

Take 5 Stocks – FCF ROE ROIC are five monthly picks of AAII’s Price-to-Free Cash Flow Stocks (http://www.aaii.com/stock-screens/screendata/PricetoFreeCashFlow). We added some additional criteria to the screen such as ROE > 20% and ROIC > 20%. It is hard to buy all the stocks from this improved screen so we cherry pick some of the best stocks based on 1) Sales Growth, 2) Sales Predictability, 3) Earnings Projections, and 4) PE Multiple expansion. Basically, we utilize a simplified Better Investing (www.betterinvesting.org) methodology and apply it to the list of Improved AAII’s Price-to-Free Cash Flow Stocks. The five stocks and our analysis based on Better Investing’s methodology are: FCF ROE ROIC Stocks 09012014 FCF ROE ROIC Screen Summaries 09012014 Cognizant Technology Solutions

Take 5 Stocks – FCF ROE ROIC are five monthly picks of AAII’s Price-to-Free Cash Flow Stocks (http://www.aaii.com/stock-screens/screendata/PricetoFreeCashFlow). We added some additional criteria to the screen such as ROE > 20% and ROIC > 20%. It is hard to buy all the stocks from this improved screen so we cherry pick some of the best stocks based on 1) Sales Growth, 2) Sales Predictability, 3) Earnings Projections, and 4) PE Multiple expansion. Basically, we utilize a simplified Better Investing (www.betterinvesting.org) methodology and apply it to the list of Improved AAII’s Price-to-Free Cash Flow Stocks. The five stocks and our analysis based on Better Investing’s methodology are: FCF ROE ROIC Stocks 08012014 FCF ROE ROIC Screen Summaries 08012014 Herbalife Ltd HLF Lululemon